Safe Harbor Group

 

                                                                     Building Wealth & Protecting Legacies for Over 30 Years

 

                                            Real Estate Brokerage | Mortgage Solutions | Comprehensive Insurance & Estate Planning

                                                                     Licensed in New York, New Jersey, Delaware & Maryland

                                  Schedule Your Consultation: robertp@safe-harbor-group.com or 347.857.5434

 

                                                                                             Your Complete Financial Partner

           Most professionals force you to work with multiple advisors - a real estate agent, a mortgage broker, an insurance agent, an estate                                                     planner. That's four different conversations, four different relationships, four sets of fees.

                                                                                                 Safe Harbor Group is different.

    With over 30 years of experience and licenses across multiple financial disciplines, we provide integrated solutions that work together:

                                                                                                               BUILD WEALTH

  •                                Real Estate Sales & Investments - Residential and commercial property acquisition
  •                                 Leasing & Property Management - Maximize returns on investment properties
  •                                 Mortgage & Financing Solutions - Purchase, refinance, and investment property loans

                                                                                                              PROTECT ASSETS

  •                                 Life Insurance Planning - Whole life, term, indexed universal life
  •                                 Income Protection - Disability and critical illness coverage
  •                                 Long-Term Care Planning - Preserve your estate from healthcare costs

                                                                                                          PRESERVE YOUR LEGACY

  •                                Estate Planning Coordination - Ensure assets transfer according to your wishes
  •                                Remote Online Notary Services - Convenient document execution across state lines
  •                                Business Owner Solutions - Integrated planning for entrepreneurs and investors

                                                                                                          Who We Serve Best

                                 ✓ Small Business Owners building investment property portfolios
                                 ✓ Real Estate Investors who need financing, insurance, and tax-advantaged strategies
                                 ✓ High-Net-Worth Families seeking comprehensive wealth protection
                                ✓ First-Time Homebuyers starting their journey to financial independence

             

                                                                                                 Why Choose Safe Harbor Group?

                                                                                                 30+ Years of Proven Results 

                                                                      Families served across New York, New Jersey, Delaware, and Maryland

                                                                                                       One Trusted Advisor
               No need to coordinate between multiple professionals - we handle real estate, financing, and protection planning under one roof

                                                                                        Average Transaction Value: $650K+
                                          We specialize in substantial transactions that require sophisticated planning

                                                                                                   Multi-State Licensing
                                                            Serve clients across four states with consistent, expert guidance

                                                                                                  Recent Client Success

"    Robert handled our investment property purchase, secured our financing, and set up our LLC insurance - all seamlessly coordinated. Saved us months of headaches."
— Small Business Owner, Brooklyn

"After 15 years, I didn't realize I could refinance AND update my life insurance to protect the equity. One call to Safe Harbor handled both."
— Homeowner, New Jersey

                                                                                                         Get Started

                                                                           Schedule a Complimentary 30-Minute Consultation

     Whether you're looking to purchase property, refinance, protect your income, or plan your estate - let's discuss how Safe Harbor Group        can help.

                                                                                                        Call: 347.857.5434
                                                                                  Email: robertp@safe-harbor-group.com

                                                     Office Hours: Monday-Friday 9AM-9PM, weekend by appointment

                                                                                                           SERVICE AREAS
                                                                                     New York | New Jersey | Delaware | Maryland

LICENSES & CREDENTIALS
NYS Real Estate Brokerage | Mortgage Brokerage |NYS ,NJ,MD,DE Life, Health & Accident Insurance | Remote Online Notary

                                                         

                                                                     PROTECT YOUR ASSETS

  •                                                         Life Insurance Planning - Whole life, term, indexed universal life
  •                                                         Income Protection - Disability and critical illness coverage
  •                                                         Long-Term Care Planning - Preserve your estate from healthcare costs

                                                                                           PRESERVE YOUR LEGACY BUILD WEALTH

  •                                                Real Estate Sales & Investments - Residential and commercial property acquisition
  •                                                Leasing & Property Management - Maximize returns on investment properties
  •                                                Mortgage & Financing Solutions - Purchase, refinance, and investment property loans

 

  •                                                Estate Planning Coordination - Ensure assets transfer according to your wishes
  •                                                Remote Online Notary Services - Convenient document execution across state lines
  •                                                Business Owner Solutions - Integrated planning for entrepreneurs and investors

                                                                                                               Who We Serve Best

                                                    ✓ Small Business Owners building investment property portfolios
                                                    ✓ Real Estate Investors who need financing, insurance, and tax-advantaged strategies
                                                   ✓ High-Net-Worth Families seeking comprehensive wealth protection
                                                   ✓ First-Time Homebuyers starting their journey to financial independence

 

                                                                                                   Why Choose Safe Harbor Group?

                                                                                                       30+ Years of Proven Results
                                                       Many families served across New York, New Jersey, Delaware, and Maryland

                                                                                                            One Trusted Advisor
                  No need to coordinate between multiple professionals - we handle real estate, financing, and protection planning under one roof

                                                                                                  Average Transaction Value: $650K+
                                                             We specialize in substantial transactions that require sophisticated planning

                                                                                                       Multi-State Licensing
                                                                          Serve clients across four states with consistent, expert guidance

Contact us

Have any questions or inquiries? Feel free to reach out to us through the contact form below.

About us

 With years of experience in the industry, our team of experts is dedicated to helping clients Insurance licensed in New York, New Jersey, Delaware, and Maryland.!